Average Paraplanner salary in Lewes

Paraplanner – Wealth Management We are seeking a Level 4 qualified Paraplanner to join our growing Wealth Management team, working on a one-to-one basis with a dedicated Financial Adviser. This is a fantastic opportunity for a technically strong paraplanner who enjoys being closely involved in the advice process and wants genuine exposure to client meetings and complex planning work. Salary: Up to £50,000 DOE Working Pattern: Hybrid – 3 days office / 2 days WFH Elevate Your Paraplanning Career with a Forward-Thinking Wealth Management Firm You will play a key role in formulating advice, supporting high-quality client outcomes, and constructively challenging advisers where appropriate – all within a collaborative, professional environment. This role would suit someone who is confident in their technical ability, and keen to progress with full exam support available for future development. About the IFA firm:  We are a highly respected, client-focused wealth management firm, known for strong technical standards, a collaborative culture, and a commitment to developing our people. Our advisers and support staff work closely together to deliver tailored financial planning solutions for a diverse client base. Key Responsibilities Work closely with a dedicated Adviser to formulate and review financial advice Produce high-quality suitability reports and technical documentation Carry out research across investments, pensions, protection and retirement planning Perform cashflow modelling and investment analysis Attend client meetings where appropriate and support client interactions Challenge recommendations constructively to ensure robust advice Liaise with providers and internal teams to ensure smooth case progression Requirements Fully qualified at Level 4 Diploma (CII, LIBF or equivalent) Strong technical knowledge across core financial planning areas Confident working closely with advisers and contributing to advice formulation Comfortable challenging where necessary in a professional manner Excellent report writing and communication skills High attention to detail and strong analytical mindset

Paraplanner Vacancy (junior or senior)£35k - £55k + bonusesChartered IFA firm working with HNW & UHNW clientsOffices near Burgess Hill4 days in the office per week (more flexibility can be offered)Benefits: pension, DIS, income protection, 25 days annual leaveMy client are a Chartered independent wealth planning firm near Burgess Hill who offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Sussex/Kent and London. Their typical client has £1m of assets to invest per client. The clients receive advice on pensions, investments, tax planning, cashflow modelling, protections (both personal and business). Their highest net worth clients £5m+) do get involved more complex products and wealth structuring.The Advisers are supported by a highly experienced team of Administrators & Paraplanners of which I have placed 3 members of them. They are pushing the business forward in a positive fashion with big expansion plans over the next 5 years following them recently joining a larger wealth planning firm and gaining very comprehensive and structured support based in London. with over £1m of investable assets.The Managing Director is creating a brand new role for a Paraplanner to be supporting the team of Chartered Financial Advisers. You will attend client meetings with the Advisers and be their "go-to-person" relating to all technical matters and report writing. The Directors are open minded as to whether to take on a junior or a senior paraplanner but you will need to be actively studying for exams towards the level 4 diploma or chartered status.Please get in touch with Peter at Financial Divisions if this is of any interest.

ParaplannerUckfieldc. £45,000 plus benefitsAre you open to developing your career as a Paraplanner, with an established and successful market leading Wealth Management firm? If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Uckfield.The role comes with a competitive salary (circa £45,000 per annum) dependent upon experience and qualifications, with benefits including: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.The key duties of the role will include:Writing Financial Planning Reports that our Planners present to clients.Supporting the Planners by conducting research on products and helping find the right solutions for our clients.Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.Arranging for plans to be submitted to provider companies.Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.Preparation of client review packs.Illustration requests.Keep up to date with financial products and legislation.Comply with all company and industry guidelines, rules and regulations.For further information please send your CV to Stuart at Reward Recruitment or contact him directly to discuss the opportunity on .